When faculty members decide that they wish to enter into a Pathway to Retirement Agreement, the agreement may include not just provisions for one or two years prior to their separation but also may include provisions for one to three years subsequent to their separation. This option enables faculty members to work with their departments to design a more comprehensive plan for a smooth transition from pre-retirement activities to post-retirement activities.
The Pathway to Retirement Agreement should state clearly how each post-separation provision serves this end. The types of provisions below are illustrative; additional types may be proposed and considered by the signatories to the agreement. (Certain provisions apply to those retiring before July 1, 2021; please consult the Temporary Policy for Faculty Retiring in 2021.)
Office and research space
The signatories of a Pathway Agreement should take into account the space needs and interests of the faculty member as well as the space available to the department. Provisions in a Pathway agreement concerning space should conform to Berkeley campus policies on allocating office space and (for ladder faculty) research space to emeriti.
Faculty who wish to continue teaching, service, or (for ladder faculty) research after retirement can include recall provisions in a Pathway Agreement. Central campus funding for recall appointments is available under specific circumstances. Deans and chairs may choose to provide additional funding for recall compensation from their own resources. Per Section 205 of the Academic Personnel Manual, emeriti can be recalled up to but not exceeding 43% of full-time effort (whether for teaching, research, and/or service).
Professor of the Graduate School (ladder faculty only)
Emeriti who wish to continue their engagement with the graduate program may be eligible for appointment as Professor of the Graduate School (PGS). A Pathway to Retirement agreement may provide that the PGS appointment process will be initiated at a specified time.
BEAR Funding (ladder faculty only)
Pathway to Retirement agreements may include a provision to replace BEAR research funding that is swept upon retirement, up to a cap of $8K.